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Duke Energy
DUK

Overview Fund Activity

1,778 hedge funds and large institutions have $43.9B invested in Duke Energy in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 743 increasing their positions, 654 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
28.35%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
110
Increased
743
Reduced
654
Closed
108
Calls
$451M
Puts
$347M
Net Calls
+$104M
Net Calls Change
-$19.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$938M
2
BlackRock
BlackRock
New York
$5.17B
3
Neuberger Berman Group
Neuberger Berman Group
New York
$562M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.03B
5
Goldman Sachs
Goldman Sachs
New York
$355M

Top Sellers

1
State Street
State Street
Massachusetts
$3.61B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$190M
3
ZP
Zimmer Partners
New York
$7.5M
4
ECM
ExodusPoint Capital Management
New York
$45.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
151
MML Investors Services
Massachusetts
$22.2M -$135K -1,526 -0.6%
BG
152
Bollard Group
Massachusetts
$21.9M -$1.79M -20,257 -8%
AA
153
ALPS Advisors
Colorado
$21.9M -$1.71M -19,339 -7%
FMLI
154
Fukoku Mutual Life Insurance
Japan
$21.4M – – –
EIP
155
Energy Income Partners
Connecticut
$21.3M +$848K +9,607 +4%
CIBC Asset Management
156
CIBC Asset Management
Ontario, Canada
$21.1M -$222K -2,520 -1%
SO
157
STRS Ohio
Ohio
$21M -$66K -748 -0.3%
Jane Street
158
Jane Street
New York
$20.7M -$8.62M -97,665 -29%
ST
159
Sabal Trust
Florida
$20.6M -$126K -1,426 -0.6%
UIM
160
USS Investment Management
United Kingdom
$20M +$1.35M +15,316 +7%
SF
161
Synovus Financial
Georgia
$20M -$910K -10,307 -4%
CAN
162
Cetera Advisor Networks
California
$19.9M +$745K +8,436 +4%
VI
163
Vestcor Inc
New Brunswick, Canada
$19.3M +$648K +7,345 +3%
ASRS
164
Arizona State Retirement System
Arizona
$19.3M -$190K -2,151 -1%
DPIM
165
Duff & Phelps Investment Management
Illinois
$19.1M +$4.77K +54 +0%
DC
166
Davenport & Co
Virginia
$18.9M +$1.16M +13,151 +7%
BF
167
BOK Financial
Oklahoma
$18.9M -$523K -5,889 -3%
BC
168
Bruce & Co
Illinois
$18.9M -$4.1M -46,429 -18%
SOMRS
169
State of Michigan Retirement System
Michigan
$18.6M -$61.8K -700 -0.3%
Cerity Partners
170
Cerity Partners
New York
$18.5M -$1.18M -13,348 -6%
GC
171
Guggenheim Capital
Illinois
$18.2M +$1.31M +14,793 +8%
Millennium Management
172
Millennium Management
New York
$18.1M -$8.1M -91,826 -31%
JPMPWA
173
J.P. Morgan Private Wealth Advisors
California
$18M +$18M +203,729 New
SFM
174
Stack Financial Management
Montana
$18M +$18M +203,626 New
VanEck Associates
175
VanEck Associates
New York
$17.6M -$777K -8,803 -4%
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